This episode is brought to you by Lupton Capital – www.LuptonCapital.com
Hello everyone,
In the 29th episode of Investing With The Whales, I interview Puru Saxena, retired money manager/founder of money management firms in Hong Kong.
Follow Puru on Twitter.
Topics discussed: current market, the end of the bull market, recession, “hard” landing, headwinds for stocks, shorting, mega-cap stocks, real estate market, earnings deterioration, hedging, interest rate pause rally, growth stocks, attributes of great stocks, stock-based compensation, the Fed, bonds, selling rules, VIX, software companies, shorting, QQQ vs. SPY vs. IWM vs. ARKK, AWS and Amazon, spinoffs, NFLX vs. DIS, AMZN vs. SHOP, TikTok, market sentiment
Stocks covered in detail: SNOW, CELH, ENPH, SOFI, LILM
Stocks mentioned: ADEYN, MELI, FOUR, DLO, SNOW, CRWD, ZS, DDOG, CFLT, GLBE, TSLA, PLTR, NET
In addition to my podcast, I offer several other investment-related services:
I also run the largest Stocktwits room, where I post about my investment portfolio and trading portfolio, including access to my daily activity, market commentary, investment models, daily webcasts, and much more. Subscribe at stocktwits.luptoncapital.com
Recently, I launched a service on Seeking Alpha, which is a combination of both Substack newsletters and my Stocktwits room but in one place to make things more streamlined. Subscribe at seekingalpha.luptoncapital.com
ncG1vNJzZmihnquytMDIp56woaSdwamx1qGYpZ2jY8C2rtKtmJyjXpi8rnvPaKeuqqViwKLExKeY